Kathy Carr Email & Phone Number

San Francisco, California, Us

• Lead initiatives, deliverables, and solutions for technology initiatives, curating training paths in partnership with subject-matter experts from various lines of business and instructional design; ensuring training meets the desired learning objectives and required approvals are obtained• Contribute to large scale planning related to functional area deliverables; serve as a key role in helping the team strategize on initiatives to increase user demand, improve learner experience, and meet business needs• Manage implementation of complex learning and development solutions through in the moment consultation, facilitation, or coaching sessions to ensure effectiveness of business and managerial styles• Lead day-to-day project tasks and complex people development initiatives, managing implementation of development strategies and solutions• Apply knowledge of all aspects of learning and development across many business disciplines to leverage the interconnectivity of various learning solutions and demonstrate the business impact of recommended solutions• Resolve issues to meet project deliverables while leveraging solid understanding of policies, procedures, and compliance requirements• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals• Lead projects and teams and serve as a mentor• Partner with key partners, serve as the business liaison for identification, onboarding, and ongoing relationship management of training vendors to support recommended solutions• Consult with business leaders, human resource partners, instructional design team and management to develop an appropriate and essential learning path to guide the development of overarching learning plan the drives business unit performance

Satellite Beach, Florida, Us

Caring for Aging Parents & Completed Certified Financial Planner Designation

Westlake, Texas, Us

Led team of 15 Managers, Business Consultants, Facilitators, Instructional Designers, and vendors in the design, development, and implementation of complex large-scale learning and training strategies and solutions. Oversaw creation and launch of 100s of large-scale learning tools, curricula, and programs. Evaluated and educated on effectiveness of learning solutions to senior executives and stakeholders. Collaborated with Marketing and business partners to design, develop, and implement training for launch of products and services.• Promoted to lead Facilitation in addition to Instructional Design for all learning initiatives impacting 15,000 retail branches, franchises, Portfolio Management, and Wealth Management enterprises.• Oversaw design, build, and execution of the Branch Expansion Project, a 90-day blended learning program consisting of OTJ, virtual, classroom, e-learning, business partner sessions, ghosting, and job aids.o Program was lauded as the company’s first L&D program to ever track to metrics and competencies.• Developed, implemented, and oversaw departmental metrics to measure training effectiveness. • Received 20+ Business Excellence Awards for projects completed and ranked in the top 25% in Gallop’s Leadership Poll for three consecutive years.

Westlake, Texas, Us

• In 2011, curated and led a highly productive team in launching a pilot learning program under a tight deadline for Charles Schwab’s franchise networks; the program is still in place for Schwab’s now 250+ franchisees and their employees •Supported thousands of employees across sales, portfolio management, wealth management, and service, including new hire curriculums and specialty/up-skill learning programs•Responsible for the development of all learning modules to support marketing’s new product and services launch to all of the retail businesses •Headed the development and implementation, and supervision of the L&D department’s recognition program•Conducted focus group sessions with employees and managers, established employee-based learning evaluations, and reported findings to business leaders•Identified opportunities to improve performance and efficiency within the learning and development department, including switching design software from Dreamweaver to Articulate, and realizing $150K annual cost savings by bringing digital publishing in-house

Westlake, Texas, Us

Managed and led L&D design, development, implementation, and budget across Instructional Design teams in support of Retail (Sales, Portfolio Management, Client Service, Marketing/Corporate Initiatives), Institutional (Advisor Services & Retirement Plan Services), Bank, and Franchise divisions. Consulted with leaders, partners, and stakeholders to ensure learning programs and projects’ alignment with business goals and objectives. Oversaw development of learning modules for Marketing’s launch of new product and services to retail businesses. Conducted focus group sessions with employees and managers, established employee-based learning evaluations, and reported findings to business leaders. • Provided 100s of trainings to 7,500 employees across Sales, Portfolio Management, Wealth Management, and Service, including new hire curriculums and specialty upskill learning programs.• Streamlined efforts and raised understanding of needs and goals by aligning L&D teams comprised of Managers, Designers, Project Managers, and Facilitators to specific Business Units (BUs). • Headed development, institution, and oversight of L&D Department’s recognition program. Solicited and voted on nominations and awarded winners in special recognition events.• Improved efficiencies and facilitated decision making by instituting scorecards that provided quick and easy snapshots of each BU’s initiatives regarding project statuses, timelines, and budgets. Effectiveness of system resulted in department-wide adoption. • Headed implementation of large scale, complex technical platforms and tools for L&D initiatives.o Raised client loyalty and satisfaction by integrating new client platforms into learning portfolios.o Reduced cost and time by moving from internal CRM to Salesforce.o Advanced learning quality and consistency by partnering with E-learning Development team to create a product spectrum platform.

Westlake, Texas, Us

Collaborated with Corporate Marketing on strategy, design, development, and delivery of learning modules to support launch of new products and services for Retail business units. Supervised 15 Instructional Designers to advance learning for Sales, Service, Institutional, and other retail businesses. Worked with Schwab Bank leaders to develop learning program for bank service teams, and with Schwab Bank’s leaders on learning initiatives to support education and sale of Schwab Bank products for retail.• Designed 30+ new learning programs and 100s of learning modules.

Westlake, Texas, Us

• Managed the training department for the Active Trader enterprise covering ~300 employees in four offsite locations • Designed and developed major curriculums, established learning strategies and service-model integration of online platforms and firm-wide initiatives

Westlake, Texas, Us

• Recruited to develop the primary curriculums and specialized training for employees in retail client service• Designed training strategies and deliverables for the integration of firm-wide new products and services with a specialized focus on active trader and support training for new client facing platforms

Westlake, Texas, Us

•Provided financial information and trading services•Trained new hires on service and new broker training

Required Education Program For The Cfp® Exam

Bachelor'S Degree, Management Information Systems, General

Legal Assistant/Paralegal (Specialized In Criminal And Civil Litigation)